Vestwell Advisors LLC Has $12.51 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Vestwell Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 100,595 shares of the exchange traded fund’s stock after purchasing an additional 7,279 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 3.4% of Vestwell Advisors LLC’s holdings, making the stock its 4th largest position. Vestwell Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $12,505,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in IJR. Crewe Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF by 4.2% during the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after purchasing an additional 5,956 shares in the last quarter. Resonant Capital Advisors LLC grew its holdings in iShares Core S&P Small-Cap ETF by 2.2% during the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after purchasing an additional 5,942 shares during the period. Fortitude Family Office LLC increased its position in iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after buying an additional 4,209 shares in the last quarter. Bartlett & CO. Wealth Management LLC increased its position in iShares Core S&P Small-Cap ETF by 4.1% in the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 495,044 shares of the exchange traded fund’s stock worth $59,494,000 after buying an additional 19,526 shares in the last quarter. Finally, Keener Financial Planning LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 5.5% in the fourth quarter. Keener Financial Planning LLC now owns 166,379 shares of the exchange traded fund’s stock worth $19,995,000 after buying an additional 8,731 shares during the period. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 1.4%

NYSEARCA IJR opened at $144.32 on Thursday. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35. The company has a market capitalization of $108.88 billion, a P/E ratio of 16.52 and a beta of 1.01. The stock’s 50-day moving average price is $143.20 and its 200-day moving average price is $134.45.

iShares Core S&P Small-Cap ETF Company Profile

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.